Supply Chains to Admire 2025 - v1.0

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SUPPLY CHAINS TO ADMIRE | 2025

Consumer Non-Durables In the last decade, the acquisition strategies of consumer non-durables companies failed to yield scale. The large multi-national brand owners of Kimberly-Clark, P&G, and Unilever struggled to drive growth as smaller and more agile companies like Church & Dwight and Clorox made progress. Church & Dwight is the period's Supply Chain to Admire Award Winner. Cross-functional alignment issues grew over the decade, driving a schism between operations and commercial teams. Historically, these companies have been marketing-driven, with a large gap between operating and commercial teams. The opportunity is to become more market-driven using outside-in practices and market data. In the last decade, operating margins and growth have been flat, while inventory turns have decreased slightly. Growth has been less than GDP. The sector has lost market share to retailers selling generic house brands

Table 33. Consumer Non-Durables Industry Performance for the Period of 2015-2024

INDUSTRY: Household Non-Durables

COMPANY INFORMATION

IMPROVEMENT

PERFORMANCE

VALUE

MARKET CAPITALIZIATION PER EMPLOYEE

PRICE TO BOOK

RETURN ON CAPITAL EMPLOYED

GROWTH (Year Over Year Revenue)

SUPPLY CHAIN FUNDAMENTAL SCORE

INVENTORY TURNS

OPERATING MARGIN

SUPPLY CHAIN INDEX

2024 REVENUE

NAME

2015 - 2024

Church & Dwight Co

6,107

6

3

6.4%

5.86

19.6%

16.4%

6.21 3,613,137

Clorox

7,093

3

9

2.6%

6.86

15.8%

26.7%

70.60 2,218,540

Colgate-Palmolive

20,101

4

6

1.6%

4.54

23.0%

35.1%

141.02 1,846,711

Energizer Holdings Inc

2,887

3

2

5.3%

1.36

13.3%

10.2%

14.04 509,743

Henkel AG & Co

23,364

4

10

0.8%

4.77

12.7%

12.1%

2.30 842,199

Kimberly-Clark

20,058

5

4

0.2%

6.63

14.8%

28.7%

155.42 1,042,574

Newell Rubbermaid

7,582

2

11

4.5%

3.79

8.0%

-1.5%

2.13 297,325

Procter & Gamble

84,039

6

5

1.3%

6.62

21.4%

16.9%

6.27 2,781,261

Reckitt Benckiser Group

18,109

3

7

2.5%

4.01

24.6%

11.1%

5.17 1,632,611

Spectrum Brands Holdings

2,964

4

1

-2.4%

3.44

5.0%

0.9%

2.96 346,319

Unilever PLC

65,765

4

8

0.3%

6.77

17.1%

22.5%

7.77 928,005

MEAN WITH OUTLIERS

23,461

4

2.1%

4.97

15.9%

16.3%

37.63 1,459,857

MEAN WITHOUT OUTLIERS

2.1%

4.97

15.9%

16.3%

37.63 1,459,857

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